BWM
ETFC

BNC Wealth Management’s E*Trade Financial Corporation ETFC Stock Holding History

BNC Wealth Management’s Portfolio ETFC Stock Details ETFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-80
Closed -$4K – 526
2020
Q3 		$4K Buy
+80
New +$4.17K ﹤0.01% 409

Other funds holding ETFC

CIC
Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BNC Wealth Management's ETFC Position: Q4 2020 in Review

BNC Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 80 shares — an estimated $4K sold.

BNC Wealth Management first reported a position in ETFC in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • BNC Wealth Management reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 80 E*Trade Financial Corporation shares in Q4 2020, an estimated $4K.
  • BNC Wealth Management first reported a position in E*Trade Financial Corporation in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's E*Trade Financial Corporation position peaked at $4K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.